+95.1%
META vs NI
+87.8%
+7.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.9% |
| 7D | -0.8% | -0.9% | +0.2% | -0.7% |
| 30D | -15.4% | +9.6% | -25.1% | -15.8% |
| 3M | +3.5% | +2.5% | +1.1% | +3.4% |
| 6M | -0.3% | -5.8% | +5.5% | +0.3% |
| YTD | -7.3% | +8.6% | -15.9% | -8.4% |
| 1Y | -1.1% | +6.0% | -7.1% | -2.0% |
| 3Y | +95.1% | +91.0% | +4.0% | +99.3% |
| All | +95.1% | +87.8% | +7.2% | +99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling